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Schroders plc (SDR.L)
GBp587.50
-0.50 (-0.09%)
GB LSE Financial Services Investment - Banking & Investment Services
Address
1 London Wall Place EC2Y5AU
London, GB
London, GB
CEO
Richard Oldfield
Website
schroders.com
IPO
1988-07-01
ISIN GB00BP9LHF23
Also trades on
London Stock Exchange · SDR.L (GBp)
London Stock Exchange · SDRC.L (GBp)
Other OTC · SHNWF (USD)
Description
Schroders plc is a publicly owned investment manager. The firm also provides advisory and consultancy services. It provides its services to financial institutions, high net worth clients, large corporate, local authority, charitable entities, individuals, pension plans, government funds, insurance companies, and endowments. The firm launches and manages equity mutual funds and manages fixed income mutual funds for its clients. It also manages hedge for its clients. The firm invests in the public equity, fixed income, and alternative investment markets across the globe. The firm’s alternative investments include real estate markets, emerging market debt, commodities and agriculture funds, funds of hedge funds and private equity funds of funds. It conducts an in-house research to make its investments. The company was formerly known as New Schroders plc and changed its name to Schroders plc in April 2000. Schroders plc was founded on 1804 and is headquartered in London, United Kingdom.
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
GBp587.50
-0.50 (-0.09%)
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Volume Profile
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Liquidity & share structure
Average Volume
3M
Beta
1.08
Float Shares
763.55M
Free Float %
49.2%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.34% | +0.00% | +0.69% | -0.34% | +50.36% | +43.49% | +61.68% | +28.18% | -3.83% | +26.76% | +277.92% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (1 ratings, all time)
Hold
Price Targets & DCF
Current price
587.50
DCF (Unlevered)
929.57
+58.2%
DCF (Levered)
739.69
+25.9%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
22% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 2 | -1 |
| Hold | 7 | -1 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Quality scores
Altman Z-Score
1.19
Distress
Piotroski F-Score
6 / 9
Average
MOAT Score
7 / 10
Strong MOAT
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
4 / 5
High
ROA Score
4 / 5
High
D/E Score
3 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
-
Revenue growth Investment - Banking & Investment Services: +23.9%+10.5% Q4'25: +15.7% (vs Q4'23)
-
EPS growth Investment - Banking & Investment Services: +31.6%+25.9% Q4'25: +127.3% (vs Q4'23)
-
FCF margin FCF growth · Investment - Banking & Investment Services: +22.1%+18.8% Q4'25: +23.5% (vs Q4'23)
-
EBIT margin Investment - Banking & Investment Services: +33.7%+21.2% Q4'25: +28.4% (vs Q4'23)
-
ROIC Investment - Banking & Investment Services: +2.7%+125.6% ★ Q4'25: +202.6% (vs Q4'23)
-
Share dilution Investment - Banking & Investment Services: +0.1%+0.0% Q4'25: -0.1% (vs Q4'23)
-
Debt / EBITDA Net debt/EBITDA · Investment - Banking & Investment Services: -0.48×0.65× ★ Q4'25: 0.40× (vs Q4'23)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Dec 1999 actual |
Dec 2000 actual |
Dec 2001 actual |
Dec 2002 actual |
Dec 2003 actual |
Dec 2004 actual |
Dec 2005 actual |
Dec 2006 actual |
Dec 2007 actual |
Dec 2008 actual |
Dec 2009 actual |
Dec 2010 actual |
Dec 2011 actual |
Dec 2012 actual |
Dec 2013 actual |
Dec 2014 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 6 Rev. Ana. 6 EPS Ana. |
Dec 2027 6 Rev. Ana. 7 EPS Ana. |
Dec 2028 2 Rev. Ana. 2 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
1.14B
est.
|
893.70M
est: 788.06M (+13.4%)
|
509.00M
est: 499.21M (+2.0%)
|
472.60M
est: 456.70M (+3.5%)
|
427.60M
est: 432.66M (-1.2%)
|
631.30M
est: 481.89M (+31.0%)
|
808.00M
est: 654.07M (+23.5%)
|
967.20M
est: 751.24M (+28.7%)
|
1.19B
est: 987.79M (+20.7%)
|
935.80M
est: 905.04M (+3.4%)
|
959.40M
est: 782.64M (+22.6%)
|
1.51B
est: 1.14B (+32.2%)
|
1.50B
est: 1.17B (+28.2%)
|
1.43B
est: 1.13B (+25.7%)
|
1.84B
est: 1.40B (+31.4%)
|
1.97B
est: 1.54B (+27.8%)
|
2.10B
est: 1.61B (+30.5%)
|
2.22B
est: 1.75B (+26.7%)
|
2.57B
est: 1.98B (+29.9%)
|
2.68B
est: 2.10B (+27.7%)
|
2.58B
est: 2.06B (+25.5%)
|
2.57B
est: 2.06B (+24.9%)
|
3.02B
est: 2.44B (+24.0%)
|
2.93B
est: 2.39B (+22.8%)
|
2.94B
est: 2.93B (+0.1%)
|
2.97B
est: 2.35B (+26.2%)
|
3.28B
est: 2.50B (+31.2%)
|
2.62B
2.57B – 2.67B
+4.7% YoY
|
2.72B
2.62B – 2.82B
+3.9% YoY
|
2.88B
2.84B – 2.93B
+5.9% YoY
|
| EBITDA |
309.61M
est.
|
319.10M
est: 330.94M (-3.6%)
|
33.80M
est: 241.73M (-86.0%)
|
51.30M
est: 91.11M (-43.7%)
|
74.00M
est: 86.49M (-14.4%)
|
218.00M
est: 123.41M (+76.6%)
|
178.20M
est: 303.35M (-41.3%)
|
235.30M
est: 341.35M (-31.1%)
|
380.60M
est: 436.54M (-12.8%)
|
145.00M
est: 406.62M (-64.3%)
|
148.80M
est: 160.33M (-7.2%)
|
390.20M
est: 263.48M (+48.1%)
|
422.00M
est: 412.65M (+2.3%)
|
365.10M
est: 423.81M (-13.9%)
|
484.90M
est: 478.99M (+1.2%)
|
556.00M
est: 542.54M (+2.5%)
|
605.90M
est: 623.13M (-2.8%)
|
643.00M
est: 694.34M (-7.4%)
|
775.50M
est: 787.97M (-1.6%)
|
759.20M
est: 896.08M (-15.3%)
|
734.20M
est: 734.91M (-0.1%)
|
756.00M
est: 783.12M (-3.5%)
|
865.00M
est: 814.18M (+6.2%)
|
798.50M
est: 844.84M (-5.5%)
|
769.20M
est: 783.36M (-1.8%)
|
731.00M
est: 930.79M (-21.5%)
|
879.40M
est: 667.97M (+31.7%)
|
699.64M
685.84M – 712.30M
+4.7% YoY
|
727.05M
699.92M – 752.74M
+3.9% YoY
|
769.60M
758.29M – 780.92M
+5.9% YoY
|
| EBIT |
236.67M
est.
|
276.50M
est: 90.56M (+205.3%)
|
-5.90M
est: 63.03M (-109.4%)
|
19.20M
est: -28.00M (+168.6%)
|
65.70M
est: -5.59M (+1,275.4%)
|
212.30M
est: 40.77M (+420.8%)
|
251.90M
est: 145.23M (+73.4%)
|
291.40M
est: 244.76M (+19.1%)
|
393.00M
est: 336.48M (+16.8%)
|
123.30M
est: 318.48M (-61.3%)
|
131.80M
est: 67.54M (+95.1%)
|
372.70M
est: 164.45M (+126.6%)
|
376.80M
est: 350.85M (+7.4%)
|
304.50M
est: 378.40M (-19.5%)
|
474.60M
est: 424.30M (+11.9%)
|
542.10M
est: 472.79M (+14.7%)
|
589.60M
est: 539.61M (+9.3%)
|
623.10M
est: 584.02M (+6.7%)
|
770.80M
est: 685.28M (+12.5%)
|
731.60M
est: 779.30M (-6.1%)
|
595.50M
est: 616.83M (-3.5%)
|
525.40M
est: 586.10M (-10.4%)
|
699.20M
est: 609.35M (+14.7%)
|
596.60M
est: 632.30M (-5.6%)
|
557.00M
est: 601.15M (-7.3%)
|
539.90M
est: 595.82M (-9.4%)
|
697.20M
est: 512.60M (+36.0%)
|
536.90M
526.31M – 546.62M
+4.7% YoY
|
557.93M
537.12M – 577.65M
+3.9% YoY
|
590.59M
581.91M – 599.27M
+5.9% YoY
|
| Net Income |
1.18B
est.
|
221.30M
est: 169.49M (+30.6%)
|
-20.60M
est: 106.11M (-119.4%)
|
26.10M
est: -19.29M (+235.3%)
|
48.60M
est: 24.73M (+96.6%)
|
155.70M
est: 54.80M (+184.1%)
|
186.20M
est: 181.88M (+2.4%)
|
221.30M
est: 219.72M (+0.7%)
|
299.70M
est: 290.98M (+3.0%)
|
76.70M
est: 274.59M (-72.1%)
|
95.40M
est: 66.33M (+43.8%)
|
307.90M
est: 141.21M (+118.0%)
|
315.80M
est: 275.00M (+14.8%)
|
283.20M
est: 305.58M (-7.3%)
|
352.70M
est: 349.25M (+1.0%)
|
413.20M
est: 387.98M (+6.5%)
|
467.40M
est: 447.63M (+4.4%)
|
490.20M
est: 492.02M (-0.4%)
|
594.40M
est: 563.06M (+5.6%)
|
504.70M
est: 628.77M (-19.7%)
|
495.70M
est: 494.15M (+0.3%)
|
486.00M
est: 489.03M (-0.6%)
|
623.80M
est: 508.43M (+22.7%)
|
486.20M
est: 439.20M (+10.7%)
|
402.60M
est: 376.50M (+6.9%)
|
433.00M
est: 453.68M (-4.6%)
|
539.80M
est: 539.80M (+0.0%)
|
606.47M
569.35M – 643.59M
+12.4% YoY
|
639.64M
567.40M – 736.92M
+5.5% YoY
|
732.15M
650.54M – 738.75M
+14.5% YoY
|
| SGA |
498.53M
est.
|
—
est: 345.44M (-100.0%)
|
—
est: 218.82M (-100.0%)
|
427.40M
est: 418.08M (+2.2%)
|
387.60M
est: 404.90M (-4.3%)
|
396.20M
est: 431.71M (-8.2%)
|
484.30M
est: 563.55M (-14.1%)
|
542.30M
est: 543.73M (-0.3%)
|
613.50M
est: 713.06M (-14.0%)
|
—
est: 560.55M (-100.0%)
|
—
est: 334.66M (-100.0%)
|
—
est: 589.87M (-100.0%)
|
—
est: 518.89M (-100.0%)
|
5.90M
est: 483.94M (-98.8%)
|
933.00M
est: 673.68M (+38.5%)
|
1.01B
est: 675.12M (+48.9%)
|
1.07B
est: 705.09M (+51.3%)
|
1.12B
est: -7.58M (+14,898.3%)
|
1.23B
est: 866.57M (+42.3%)
|
1.31B
est: 919.77M (+42.5%)
|
1.30B
est: 931.91M (+39.8%)
|
1.33B
est: 970.66M (+37.3%)
|
1.63B
est: 1.01B (+61.6%)
|
1.70B
est: 1.05B (+62.6%)
|
1.62B
est: 981.89M (+65.2%)
|
—
est: 981.12M (-100.0%)
|
—
est: 837.26M (-100.0%)
|
876.95M
859.66M – 892.82M
+4.7% YoY
|
911.31M
877.31M – 943.52M
+3.9% YoY
|
964.65M
950.46M – 978.83M
+5.9% YoY
|
| EPS |
0.74
est.
|
0.13
est: 0.67 (-80.6%)
|
-0.01
est: 0.12 (-109.8%)
|
0.02
est: 0.04 (-64.5%)
|
0.03
est: 0.17 (-83.2%)
|
0.09
est: 0.34 (-73.4%)
|
0.11
est: 0.57 (-80.8%)
|
0.13
est: 0.67 (-80.7%)
|
0.18
est: 0.94 (-80.9%)
|
0.05
est: 0.72 (-93.5%)
|
0.06
est: 0.48 (-87.8%)
|
0.19
est: 1.02 (-81.3%)
|
0.20
est: 1.12 (-82.2%)
|
0.18
est: 1.01 (-82.2%)
|
0.22
est: 1.37 (-84.0%)
|
0.26
est: 1.57 (-83.4%)
|
0.29
est: 0.29 (-1.1%)
|
0.30
est: 0.30 (+0.1%)
|
0.37
est: 0.36 (+3.4%)
|
0.31
est: 0.37 (-15.3%)
|
0.30
est: 0.33 (-9.4%)
|
0.29
est: 0.31 (-5.2%)
|
0.38
est: 0.40 (-4.7%)
|
0.30
est: 0.34 (-12.0%)
|
0.26
est: 0.24 (+8.9%)
|
0.27
est: 0.28 (-4.6%)
|
0.34
est: 0.34 (-1.3%)
|
0.38
0.35 – 0.40
+9.8% YoY
|
0.40
0.35 – 0.46
+7.0% YoY
|
0.43
0.41 – 0.46
+7.0% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-29 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-28 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-27 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-26 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-22 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-21 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-20 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-19 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-18 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-15 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-14 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-13 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-12 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-11 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-08 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-07 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-06 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-05 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-01 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-30 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-29 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-28 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-27 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-24 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-23 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-22 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-21 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-20 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-17 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-16 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-15 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
2.31B
OE per share TTM
1.44
Owner's Yield
25.28%
Maintenance CapEx ratio
9.32%
Maint CapEx / Avg PPE
18.4%
Ownership Overview
Ownership breakdown
Ownership breakdown not available.
At a glance
Institutional holders
—
Total invested
—
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)
No beneficial ownership filings recorded.
Institutional Activity (13F)
Institutional ownership trend
Institutional history not available.
Top institutional holders
Top holders not available.
Insider Activity
Insider Activity — Latest Quarter
No insider activity available.
Insider buys vs sells (history)
Insider history not available.
Recent insider transactions
No recent insider transactions.
Executive team
Top executives
EBIT / Employee
122.0K
Shares Outstanding
1.55B
Executive compensation
Executive compensation (annual)
Executive compensation not available.
CEO compensation breakdown
No CEO compensation history available.
Proxy statements
Proxy statements (DEF 14A)
No proxy statements available for this company yet.
Recent SEC filings
Recent SEC filings
No SEC filings available for this company yet.
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Richard Oldfield | Group Chief Executive Officer & Director | 6M | male |
| Johanna Kyrklund | Chief Investment Officer & Executive Director | 5M | female |
| Meagen Lyn Burnett | Chief Financial Officer & Executive Director | 2M | female |
| Jamie Ovenden | Chief Technology Officer | — | male |
| Katie Wagstaff | Investor Relations Manager | — | — |
| Beth Saint | Global Head of Marketing & Communications | — | female |
| Michael MacDonald-Smith | Head of UK Defined Contribution Business | — | male |
| Neil Tomlinson | Interim Chief People Officer & Group General Counsel | — | male |
| Nick Orr | Head of Charity Investments & Portfolio Director | — | male |
| Estelle Bibby | Head of Media Relations | — | female |
ESG Score History
No data available for this company.
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
No House trading activity found for this company.
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
Share your view on this stock and instantly see how the community has voted over the last 6 months.
Community Opinion for SDR.L
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
